Jaffetilchin Investment Partners’s JPMorgan Chase JPM Stock Holding History

Jaffetilchin Investment Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.6M	Buy	49,723 +3,373	+7%	+$1.02M	0.87%	27
2025 Q4	$14.9M	Sell	46,350 -161	-0.3%	-$49.8K	0.87%	27
2025 Q3	$14.7M	Sell	46,511 -413	-0.9%	-$123K	0.88%	25
2025 Q2	$13.6M	Buy	46,924 +2,866	+7%	+$731K	0.89%	25
2025 Q1	$10.8M	Buy	44,058 +1,132	+3%	+$289K	0.78%	28
2024 Q4	$10.3M	Buy	42,926 +26	+0.1%	+$6.06K	0.75%	28
2024 Q3	$9.05M	Buy	42,900 +1,616	+4%	+$340K	0.68%	30
2024 Q2	$8.35M	Buy	41,284 +844	+2%	+$165K	0.71%	30
2024 Q1	$8.1M	Buy	40,440 +1,597	+4%	+$288K	0.73%	31
2023 Q4	$6.61M	Buy	38,843 +541	+1%	+$82K	0.64%	34
2023 Q3	$5.55M	Buy	38,302 +1,846	+5%	+$277K	0.61%	39
2023 Q2	$5.3M	Buy	36,456 +1,593	+5%	+$219K	0.56%	40
2023 Q1	$4.54M	Buy	34,863 +1,623	+5%	+$222K	0.52%	45
2022 Q4	$4.46M	Sell	33,240 -1,254	-4%	-$159K	0.54%	44
2022 Q3	$3.6M	Buy	34,494 +1,872	+6%	+$215K	0.46%	42
2022 Q2	$3.67M	Buy	32,622 +4,892	+18%	+$606K	0.43%	46
2022 Q1	$3.27M	Buy	27,730 +1,366	+5%	+$202K	0.39%	48
2021 Q4	$4.17M	Buy	26,364 +1,056	+4%	+$173K	0.39%	51
2021 Q3	$4.14M	Sell	25,308 -21,495	-46%	-$3.37M	0.44%	41
2021 Q2	$6.74M	Buy	46,803 +22,801	+95%	+$3.58M	0.47%	39
2021 Q1	$3.65M	Buy	24,002 +4,969	+26%	+$715K	0.43%	49
2020 Q4	$2.42M	Buy	19,033 +7,203	+61%	+$805K	0.34%	46
2020 Q3	$1.14M	Sell	11,830 -2,202	-16%	-$216K	0.21%	66
2020 Q2	$1.32M	Buy	14,032 +4,690	+50%	+$445K	0.29%	55
2020 Q1	$841K	Sell	9,342 -7,864	-46%	-$955K	0.3%	48
2019 Q4	$2.4M	Buy	17,206 +2,279	+15%	+$292K	0.52%	38
2019 Q3	$1.76M	Buy	14,927 +52	+0.3%	+$5.88K	0.42%	46
2019 Q2	$1.66M	Sell	14,875 -1,668	-10%	-$184K	0.39%	44
2019 Q1	$1.68M	Buy	16,543 +6,978	+73%	+$719K	0.37%	39
2018 Q4	$934K	Sell	9,565 -4,924	-34%	-$525K	0.23%	56
2018 Q3	$1.64M	Buy	14,489 +543	+4%	+$61.6K	0.35%	46
2018 Q2	$1.45M	Sell	13,946 -131	-0.9%	-$14.4K	0.32%	52
2018 Q1	$1.55M	Buy	14,077 +9,928	+239%	+$1.12M	0.35%	44
2017 Q4	$444K	Sell	4,149 -9,381	-69%	-$950K	0.15%	129
2017 Q3	$1.29M	Buy	13,530 +9,160	+210%	+$845K	0.3%	57
2017 Q2	$399K	Sell	4,370 -8,905	-67%	-$768K	0.14%	131
2017 Q1	$1.17M	Buy	13,275 +758	+6%	+$66.9K	0.3%	55
2016 Q4	$1.08M	Buy	12,517 +2,587	+26%	+$197K	0.32%	51
2016 Q3	$661K	Sell	9,930 -78	-0.8%	-$5.09K	0.21%	72
2016 Q2	$622K	Sell	10,008 -725	-7%	-$45.3K	0.19%	86
2016 Q1	$636K	Buy	10,733 +88	+0.8%	+$5.14K	0.2%	58
2015 Q4	$703K	Buy	10,645 +2,202	+26%	+$143K	0.23%	65
2015 Q3	$515K	Sell	8,443 -3	-0%	-$196	0.19%	87
2015 Q2	$572K	Buy	8,446 +967	+13%	+$63.1K	0.17%	100
2015 Q1	$453K	Buy	+7,479	New	+$443K	0.14%	116
2013 Q3	–	Sell	-9,696	Closed	-$512K	–	183
2013 Q2	$512K	Buy	+9,696	New	+$493K	0.35%	73

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jaffetilchin Investment Partners's JPM Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its JPMorgan Chase (JPM) stake by 7.3% in Q1 2026, buying an estimated $1.02M and bringing the position to 49,723 shares worth $14.6M. The position accounts for 0.87% of the portfolio, ranked #27.

Jaffetilchin Investment Partners first reported a position in JPM in Q2 2013 and has held it in 46 quarters since. The position peaked at $14.9M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Jaffetilchin Investment Partners held 49,723 shares of JPMorgan Chase worth $14.6M as of Q1 2026.
Jaffetilchin Investment Partners bought 3,373 JPMorgan Chase shares in Q1 2026, an estimated $1.02M.
JPMorgan Chase made up 0.87% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #27 holding.
Jaffetilchin Investment Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 46 quarters since.
Jaffetilchin Investment Partners's JPMorgan Chase position peaked at $14.9M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.